On November 14, Jack Yi, founder of LD Capital, said that the Democratic Party's rise to power, coupled with the Huang Jen-hsun-related events, has disrupted the short-term AI ecosystem, and its impact on the US stock market in the next 1 to 2 years will exceed the framework of Bitcoin on-chain transaction data analysis.
JackYi, citing Justin Sun's views, stated that the US AI sector carries leverage risk. In recent years, AI companies, represented by Nvidia, have leveraged heavily based on high growth rates, with their scale far exceeding actual revenue growth. If key figures like Nvidia and Musk face risks, the entire AI industry chain will face deleveraging and bubble bursting, potentially leading to a significant correction in US stocks.
